Consilium Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Consilium Wealth Advisory’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.28M	Buy	67,374 +1,389	+2%	+$109K	1.8%	16
2025 Q4	$5.2M	Buy	65,985 +3,184	+5%	+$251K	1.92%	16
2025 Q3	$4.96M	Buy	62,801 +4,195	+7%	+$330K	1.91%	15
2025 Q2	$4.61M	Buy	58,606 +901	+2%	+$70.4K	1.95%	15
2025 Q1	$4.52M	Buy	57,705 +1,927	+3%	+$150K	2.26%	14
2024 Q4	$4.31M	Buy	+55,778	New	+$4.33M	2.06%	15

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consilium Wealth Advisory's BSV Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.1% in Q1 2026, buying an estimated $109K and bringing the position to 67,374 shares worth $5.28M. The position accounts for 1.8% of the portfolio, ranked #16.

Consilium Wealth Advisory first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Consilium Wealth Advisory held 67,374 shares of Vanguard Short-Term Bond ETF worth $5.28M as of Q1 2026.
Consilium Wealth Advisory bought 1,389 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $109K.
Vanguard Short-Term Bond ETF made up 1.8% of Consilium Wealth Advisory's portfolio in Q1 2026, its #16 holding.
Consilium Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.